Strategic Family Wealth Counselors, L.L.C. Ishares Tr Core Aggressive All Transaction History
Strategic Family Wealth Counselors, L.L.C.
- $332 Million
- Q2 2025
A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 6,307 shares of AOA stock, worth $545,618. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,307
Previous 3,831
64.63%
Holding current value
$545,618
Previous $293,000
79.52%
% of portfolio
0.16%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding AOA
# of Institutions
389Shares Held
9.56MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$190 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY531KShares$45.9 Million0.1% of portfolio
-
Cx Institutional477KShares$41.2 Million1.39% of portfolio
-
Assetmark, Inc268KShares$23.1 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC172KShares$14.9 Million0.01% of portfolio